3 / 5 Stars
3 4 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#27 in Foreign Large Value
U.S. News evaluated 97 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.42 percent over the past year, 6.41 percent over the past three years, 11.71 percent over the past five years, and 7.83 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term capital appreciation. The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The DFA International Value Series (the "International Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The International Value Series, using a market capitalization weighted approach, purchases securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be value stocks.
Fees are Average compared to funds in the same category.
DFA International Value III Portfolio has an expense ratio of 0.25 percent.
Risk is High compared to funds in the same category according to Morningstar.